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635 Bryant Street, Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Palo Alto | CA | 12/1998 | Present |
| Wells Fargo | Palo Alto | CA | 12/1998 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-07 |
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